Kickserv

The Best Value for the Money

Comments: Wonderful experience for over 11 years

Pros:

The best feature of this product is the customer service. The ease of use and the product.

Cons:

Some limitations on reports. But always found work around

Great for One Tech

Comments: I enjoy using the product from my desk and the tech doesn't have any complaints from the app.

Pros:

I like that i can invoice the job with clear notes and history to the clients from my tech. Scheduling is easy.

Cons:

Wish there was a way to alert the tech out of the app. I review a work order and see I need more notes or need him to advise on a part # so that I can quote. I have no way to tell him this other than to copy the notes and email him separately.

KickServ Thumbs Up

Comments: It has been great; KS doesn't let you proceed when adding customers in if something important is missing, which is excellent.

Pros:

How easily you can look up your customer, whether by account number, last name, address. You cant go wrong.

Cons:

At this point I have not come across any snags, and when I do I use the HELP button which is great.

Kickserv is a great app that I have used for my Piano Service Company.

Pros:

All inclusive connectivity of all the data needed to run my (Piano Service) business. I consider myself a fairly expert user of kickserv, using it from its early inception, then called ' Service Sidekick'. I am totally on board to help bring it to its fullest potential, so dont take the cons section too hard...I use the system every day, all through the day, and my entire operation depends on this most awesome application.

Cons:

Software is gradually degrading. Latest update published makes KS sluggish, screen freezes constantly during scrolling. Reports have been altered to the point of useless. Quadruple redundant data entry, creating and closing an event, then a job. No auto fill on repeated fields. Phone numbers require dashes be entered. Format the field for straight 10 digit entry. Area code, city, and state are almost always the same in my service area. Why dont these fields hold and auto fill the last data entered? Internet standard these days is that the state is a 'state' field, only accepting 2 CAP characters in verified state identifiers. No notification if email is successful, and no notice when messages fail. This has caught me with my pants down with customers...( yes customers, not contacts) emailing time sensitive invoices and opportunitys.... guys, they are ESTIMATES, Not opportunitys!! Stripe send a payment received email notification...Awesome. The text is the problem. First words of auto generated notification says Congratulations!. Congratulations? We are small businesses....we take money, every day, all day. It is inapropriate, and smacks of a Condesending viewpoint. Miss labled fields: My customers are my 'customers' , not my 'contacts'. New address verify is great on service address, Why does it not verify billing address? Getting paid is a very important aspect of small business. Makes no sense.

Great for small businesses

Comments: All in all, I'm happy with this system. When I run into issues, I am confident that I can get it resolved quickly.

Pros:

It works perfectly for my business. It is simple and easy to use, and the customer support is excellent.

Cons:

The reporting function is not intuitive at all. The filter section is very difficult to use, mainly because the values and formats the last field are based on the way KS is designed, and there is no way to know what they are.

Servicing Company - Long-time User

Comments: Generally very good.

Pros:

- As a CRM software, we are able to manage all of our customers, scheduling, invoicing and reporting (not as bookkeeping or Financial Statements) in a generally good way. - The inter-connectionedness of the various parts of the software makes it easy to navigate from one function to another. - Although there has been some down time (which can be very difficult because we cannot function), but over the long-term it has not be crucial. Being an online CRM allows me to use any device. - We are able to save virtually anything (pics, docs, etc.) for future use, which has been crucially important to us. - The integration with Stripe for payment from our customers is now essential to our processes. It has worked flawlessly, easy to use, and easy to deal with Stripe for various things we need to do, including refunds. - It works well for both our field service and in-shop jobs. This is crucial because using two systems would be very difficult. -We are easily able to tailor the Products/Services, pricing, descriptions, to our specific needs - not being locked into some format that we don't like.

Cons:

- Support is sometimes tedious. - New features added (if we find out about them at all) can be very disruptive to our processes, and confusing. While some of them make sense in a wider world, they sometimes are baffling and frustrating in our business. - We have 2 locations (and hope to have many more) and need to have separate systems. Kickserv requires us to use separate browsers for each. How are we going to be able to do that with 5 or 10 locations? And we're finding that some functions (e.g. access to support!) are no longer working on Firefox, one of the best and most popular browsers available. This is a serious problem for us. - Although a great deal of our business is field work, we do not/cannot use the mobile app with our techs because it is far too limiting. They need to be able to access much more information than what is available to them, and so we have them login through a browser on their phones. - There are essential functions that we have to do in business that Kickserv has not been able to program into the system (even when we offered to pay big $ to get them). E.g. There are several email templates, and auto sending emails: We need one to be sent as a follow up to Jobs, and another (sent out 6 or 12 months later) to remind people to schedule services . We have to do all of this manually, and would love to find a way to get it done automatically. Summary: Some things are hard to get into the software that other companies would also make good use of.

We love the convience of Kickserv!

Comments: We have been using Kickserv since 2012, overall we havent hads any problems with it. Kickserv is convient, essential for your business, easy to use, beneficial, efficent and the customner support team is amazing. The design team has also reahed out to us and we love giving our feedback, espically since we are one of Kickserv's 1st customers.

Pros:

We love the convience of Kickserv! We love the digital billing, saves us paper, as well as the time tracking for our employees.

Cons:

Using the phone system is fairly difficult and laggy. It doesnt have all the fewatures when compared to using on a comptuer, but it does the job.

Great Job!

Comments: Amazing! When I have questions they are always answered in a timely manner

Pros:

Easy navigation. The customer service team is great.

Cons:

No complaints. Been with the company 4 years.

Pres

Comments: Took awhile to get a good handle of things thoughout the platform, but once learnt, it's down hill.

Pros:

At Emerald Yards we like all the features it comes with.

Cons:

I can do without the inporting / exporting of data.

Awesome product!! 10!!

Comments: I own a contracting business and it is perfect for my business.

Pros:

I like the ease of use as well as the customer service.

Cons:

I wish I could modify some of the forms. The font is so small many of my customers are older and can’t read it very well.

Kickserv Rocks

Comments: Use it daily, main platform used and easy to send invoices to Quickbooks.

Pros:

Ease of notifying clients and techs of jobs scheduled.

Cons:

There isnt anything that is disliked about Kickserv.

Easy to use

Comments: Have had a positive experience overall with kickserv. Wish it was more customizable but still able to accomplish without

Pros:

It's very easy to use. The pricing was is great for a company just starting up.

Cons:

There are some features specific I wish were available.

Review

Comments: So far it is working very well for what we do on a daily basis.

Pros:

Mobile app for techs while in the field.

Cons:

Image upload with bad service is slow but that’s only with bad service.

Most intuitive program I’ve used

Comments: Nothing but praise for everything and everyone we ever interacted with. 14 years of happiness!

Pros:

We like the Resources Calendar week at a glance the most. Easy to see where every tech is scheduled, how long each job should take, and color coded by type of job, which we set up. This program is very intuitive to use, with large screens and no tiny fields that fill up a screen that you don’t need or care about using. We’ve been forced to use other big name programs by our franchise, which no one we talked to liked at all, but we always kept Kickserv throughout as our main go to. It’s iPhone easy to use! Skip the CRM that advertised during the Super Bowl. We and everyone we know hated it.

Cons:

The only thing that was a problem was when it stopped syncing to desktop QuickBooks 2009. We didn’t upgrade QB, and had to manually enter sold jobs. It was worth it to us to not have to buy another QB program

Love your software

Comments: Can't say enough great things about Kickserv. We sing your praises to our friends, family, clients and other contractors. Keep up the great work.

Pros:

We absolutely love your software and it has transformed our business. Our customers love the professionalism we provide through the software.

Cons:

Can't say there is anything we don't really love about the software. I do feel we are using a very small portion of the software and would love to learn more of its possibilities.

Overall, I like Kickserv. I rely on it for my business, and the product continues to improve.

Comments: It helps me manage four irrigation service technicians and keep them going where they need to go.

Pros:

Their web site when used on a desktop computer is great for scheduling and dispatching. We use it throughout the day to line up jobs for our technicians. Previously existing customers are easy to find using their search feature. I can add a new job, and then click a button and it sends the technician a text message with the job description and address. The technician can click on the address link and get the GPS coordinates on their smart phone. The workflow is logical and consistent. When things go wrong, they are good about communicating what is happening.

Cons:

We are really only able to use part of the service. While it is excellent for scheduling, it is not useful for invoicing unless your invoicing needs are very basic. The product is not compatible with Quick Books groups. I don't use their mobile app. I prefer their mobile web site, but recent changes have made their mobile site less useful. Their server sometimes gets overloaded and the software becomes unresponsive. Tech support is inconsistent. Sometimes very helpful. Sometimes condescending. If a customer has an email address, it will automatically send this customer a reminder notice. There is no way to turn this feature on or off. For recurring jobs where we go back to the customer again and again, this is a problem because we don't always schedule the customer on the same day every month. It also gives the customer a link to the customer account center, which we also do not use, since we are unable to use Kickserv's invoicing feature. While Kickserv continues to make improvements to the service, I frequently find myself frustrated because improvements are often not fully tested, resulting in unpleasant side effects. Example - recent formatting changes have made the scrollable area of their mobile web site very small and difficult to work with. Another change awhile back formatted all of my old customer data in such a way that their addresses would fail to appear in the text messages sent to my technicians. I am having to manually change all of these.

ssk review

Comments: For the price, support it fills a need. The team is always there for us, and been a user for 11/12 years and no real issues to complain.

Pros:

costs, not overly complicated to work, basic and works for our needs been client for years and referred more then i can remember and no one ever complains. great team

Cons:

the scheduling , no automation on follow ups for leads, sync issues at times w QB, lack of feature rich apps others offer- like invoicing, logic scheduling ( type in area and auto tells whos in area when) any connection with vech tracking and no way to sync with phone system

The best thing we have done for our company

Pros:

I don't have any specific "pros" to mention about this software, we love everything about it. Kickserv helped us do away with bulky job files, helps us manage weekly timecards for our technicians, gives our customers access to all of their job history and makes life in the office so much easier.

Cons:

I have yet to find anything that I do not like about Kickserv.

Simple, affordable work managment software

Comments: I tested several work order managment products before choosing Kickserv as my platfoem. Makes scheduling, timecards, and customer history a non headache for me and my business. Totally love the product!!

Pros:

Kickserv is great for customer managment. Easily see past and future work orders for all customers. Love the ability to add attachments to customer profile and work orders. Great database.

Cons:

I have no dislikes. I would like to have the ability to select which items are shared per work order via the customer portal.

Kickserv for the WIN

Comments: I wake up and sign in. Check yesterdays jobs and make sure our techs added time and notes. I use Kickserv all day most days.

Pros:

I like the app the most. Our techs can see the work order notes and attachments all on their phones.

Cons:

I wish i could search for a PO #. I add expenses in each work order and I wish i could use the PO # in the search bar.

Superior Elevator Inspections - We Love Kickserv!

Comments: We have many customers that have many conveyances that we have to inspect per State requirements. Each has a different State Identification Number to record and track which we use in scheduling. We have to do much coordination between elevator contractors (Otis, Schindler, Kone, etc.), our customer building owners, and our inspectors. It's not always easy but Kickserv makes things much more manageable. Prior to Kickserv, spreadsheets, Word calendars and white boards were used...it was like the Dark Ages. :)

Pros:

It's so easy to use and functions well for most of our needs. I LOVE the Special Instructions section and the clarity it provides in the Overview tab. Tags are also very helpful for our needs. The Resource calendar is fantastic too. Sometimes updates made in QB don't seem to come over to Kickserv in a timely manner but I think they usually do eventually. Overall, Kickserv has been a game-changer for us and I'm grateful every day for it's availability.

Cons:

On my wish list is a feature that will allow me to duplicate contact information of one customer and paste it into that of another. We deal with many management companies who manage several of our customers and I have to re-type their contact info into each shared customer that we have. Reports are a little cumbersome to create but I did work in Salesforce.com many years ago and found that to be the case with them too.

The best software for new or mid size businesses

Comments: I love it. I would recommend to everyone! Very good software.

Pros:

Customer service is the best whenever you need help they are here for you. Easy to manage and very helpful everywhere (office, on a field)

Cons:

Some features they are on PC but not on mobile.

Decent Software; Great Support

Comments: We use KickServ to schedule field engineers for analysis and to generate our invoices and estimates. It works well for our current needs, though there are some small functionalities I wish would change. On the bright side, it's always improving - please keep the updates rolling out!

Pros:

The customer service is excellent. Whenever I have a question, someone gets ahold of me within in an hour (or usually less), and they'll follow up within a day or two to make sure you're doing well. The software is also constantly improving with new upgrades.

Cons:

When using the program with QuickBooks, it doesn't always sync the way I'd like it to. Once a contact is in, I can't edit the contact information, which is a pain when we have multiple customers from the same overall client company. There's always a little tweak here or there that I wish would change. However, the support team usually will assist with any problems.

Overall better than others

Comments: I personally have not had any issues in my department for billing and invoices or scheduling appointments.

Pros:

Ease of use with scheduling, appointments, billing, back logs, etc.

Cons:

I truly cannot think of a any cons at this time.

Great for the service field

Pros:

I like mostly the mobile aspect of this system. It is great that the field reps can see everything on their mobile devices.

Cons:

The reports are too complicated to get simple reports.